Financial Adviser
· MELBOURNE, VIC
Edward Marshall Paterson
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264952
Edward Marshall Paterson is a financial adviser based in Melbourne, Victoria, with 24 years of experience in the financial services industry. Edward is currently authorised under Fortnum Private Wealth Ltd. Edward holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Economics
La Trobe University
2002
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
2003
Foundation DFP (Diploma of Financial Planning)
FPA
2018
Accredited Listed Product Adviser Program
Kaplan
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Not SMSF
RV WEALTH PTY LTD
Government Debentures, Stocks or Bonds - Class of product only. Not Authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register